2025-02-24T10:21:07-06:00 2024-10-31 061357173 BLAIR & POTTS PO BOX 1214 107 ELM STREET FOUR STAMFORD PLAZA STAMFORD CT 069041214 990PF 2023-11-01 066505023 CRAIG B TATE FOUNDATION TATE 2033272333 CO BLAIR POTTS PO BOX 1214 STAMFORD CT 069041214 SHARON G TATE TRUSTEE 2033272333 2025-01-13 1 0 ANDREW R MEYERS P00460729 2033272333 2023 2025-03-06 01:10:19Z X 5258565 X X 84932 84932 33008 344632 33008 112 0 118052 117940 0 0 0 5182 5180 0 13380 13380 0 2576 0 0 21138 18560 0 248000 248000 269138 18560 248000 -151086 99380 350072 267449 267449 1356313 1387850 4701316 401185 301185 289800 2107570 1956484 5258565 0 0 X 1571 1571 0 0 2105999 1954913 2107570 1956484 2107570 1956484 2107570 -151086 0 1956484 0 1956484 250 SHS CROWN CASTLE, INC. P 2021-09-15 2023-12-13 28357 47435 -19078 -19078 1,500 SHS ISHARES TR MSCI EMERGING MARKETS P 2019-06-14 2023-12-13 59183 62039 -2856 -2856 925 SHS PAYPAL HOLDINGS P 2023-09-13 54811 32298 22513 22513 200 SHS ALPHABET, INC. CL C P 2009-05-06 2024-04-15 31815 2016 29799 29799 JPMORGAN 4.15% 7/29/24 P 2022-07-27 2024-07-29 100000 100000 0 0 900 SYSCO CORP P 2024-09-03 70466 67836 2630 2630 33008 1381 0 1381 0 1381 1800 0 0 0 1800 X 0 419 419 0 0 0 0 0 0 0 0 0 0 0 0 1 CT 1 0 0 0 0 1 N/A BLAIR POTTS PO BOX 1214 2033272333 281 TRESSER BLVD TWO STAMFORD PLAZA STAMFORD CT 069041214 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 SHARON G TATE 75 MIDDLE RIDGE ROAD NEW CANAAN CT 06840 TRUSTEE 0.00 0 0 0 NONE 0 NONE 0 0 4742899 342144 0 5085043 0 0 5085043 76276 5008767 250438 250438 1381 1381 249057 0 249057 0 249057 248000 0 248000 249057 214711 0 0 248000 214711 0 0 33289 0 0 0 0 0 0 0 0 215768 0 0 0 SHARON G TATE X AFMDA 20 WEST 36TH STREET NEW YORK NY 10018 MEDICAL 4000 AMERICAN RED CROSS 51 MAIN STREET NEW CANAAN CT 06840 MEDICAL 12000 AMERICARES 88 HAMILTON AVENUE STAMFORD CT 06902 PUBLIC 38000 BRAVE YOUNG VOICES 1663 MISSION STREET SAN FRANCISCO CA 94103 ARTISTIC 3000 CONNECTICUT ZOOLOGICAL SOCIETY INC 1875 NOBLE AVENUE BRIDGEPORT CT 06610 EDUCATIONAL 1000 DANA FARBER CANCER CENTER 450 BROOKLINE AVENUE BOSTON MA 02215 MEDICAL 8000 EARTHPLACE 10 WOODSIDE LANE WESTPORT CT 06880 NATURE 3000 EPATT PO BOX 60597 PALO ALTO CA 94306 EDUCATIONAL 3000 FISHER CENTER FOR ALZHEIMER'S RESEARCH ONE INTREPID SQUARE NEW YORK NY 10036 MEDICAL 5000 FOOD BANK OF LOWER FAIRFIELD COUNTY 461 GLENBROOK ROAD STAMFORD CT 06906 SOCIAL 7000 FREEDOM FROM FISTULA FOUNDATION 777 UNITED NATIONS PLAZA NEW YORK NY 10017 MEDICAL 4000 FRIENDS OF LANTERN HILL 1907 BUCKINGTON DRIVE CHETERFIELD MO 63017 SOCIAL 1500 GIVE KIDS THE WORLD 210 SOUTH BASS ROAD KISSIMMEE FL 34746 SOCIAL 1000 HABITAT FOR HUMANITY INTERNATIONAL 1542 BARNUM AVENUE BRIDGEPORT CT 06610 AFFORDABLE HOUSING 5000 HIST1H1E FOUNDATION 87 CROSS HIGHWAY WESTPORT CT 06880 MEDICAL 1500 HOMES WITH HOPE PO BOX 631 WESTPORT CT 06881 SOCIAL 4000 KIDS HELPING KIDS 347 STILLWATER AVENUE STAMFORD CT 06902 SOCIAL 5000 NEPHCURE KIDNEY INTERNATIONAL 15 WATERLOO AVENUE BERWYN PA 19312 MEDICAL 2000 NEW CANAAN LIBRARY 151 MAIN STREET NEW CANAAN CT 06840 EDUCATION 5000 BOSTON MUSIC PROJECT PO BOX 180772 BOSTON MA 02118 CULTURAL 2500 NORWALK HOSPITAL FOUNDATION 34 MAPLE STRRET NORWALK CT 06856 MEDICAL 3500 ON THE ROAD COLLABORATIVE 85 W GAY STREET HARRISONBURG VA 22802 SOCIAL 5000 P2P MOBILE FOOD BANK 1864 POST ROAD DARIEN CT 06820 CIVIC 5000 PACIFIC HOUSE 137 HENRY STREET STAMFORD CT 06902 CIVIC 16000 HACSA FOUNDATION PO BOX 442121 FORT WASHINGTON MD 20744 SOCIAL 2500 PRESBYTERIAN PROMISE 704 WHITNET AVENUE NEW HAVEN CT 06511 RELIGIOUS 2000 PROJECT MUSIC PO BOX 112016 STAMFORD CT 06902 ARTISTIC 5000 REACH WESTERN CONNECTICUT 117 OLD STATE ROAD BROOKFIELD CT 06804 SOCIAL 3000 SANDY HOOK PROMISE PO BOX 3489 NEWTOWN CT 06470 CIVIC 5000 SHARE 165 WEST 46TH STREET NEW YORK NY 10036 MEDICAL 12000 STANFORD UNIVERSITY 562 SALVATIERRA WALK STANFORD CA 94305 EDUCATION 5000 STEPPINGSTONE FOUNDATION 155 FEDERAL STREET BOSTON MA 02110 EDUCATION 7000 SUMMER THEATRE OF NEW CANAAN 70 PINE STREET NEW CANAAN CT 06840 CULTURALCULTURAL 15000 THE CHIDRENS FUND FOR GLYCOGEN STORAGE DISEASE RESEARCH 146 S LIBERTY DRIVE STONY POINT NY 10980 CIVIC 1000 THE CHILDRENS ROOM 1210 MASSACHUSETTS AVE ARLINGTON MA 02476 EDUCATION 16000 TUCK SCHOOL OF BUSINESS AT DARTMOUTH COLLEGE 100 TUCK HALL HANOVER NH 037553555 EDUCATION 5000 VOICES OF ASCENSION 12 WEST 11TH STREET NEW YORK NY 10011 ARTISTIC 2000 WATERSIDE SCHOOL 770 PACIFIC STREET STAMFORD CT 06902 EDUCATION 5000 WAVENY CARE CENTER ANNUAL APPEAL 3 FARM ROAD NEW CANAAN CT 06840 MEDICAL 7500 MLK COMMUNITY PRESBYTERIAN CHURCH DR RONAL E PETERS TERRACE SPRINGFIELD MA 01109 RELIGIOUS 10000 248000 0 14 84932 01 112 18 33008 0 118052 0 118052 0 0 0 0 0 0 0 0 0 0 100,000 COMCAST CORP. 3.15% DUE 2/15/28 101000 95625 100,000 BRISTOL MYERS SQUIBB 3.25% 2/27/27 99735 97382 100,000 STARBUCKS CORP. 3.50% 3/1/28 100450 96793 1,000 SHS COLGATE-PALMOLIVE CO. 29118 93710 600 SHS JOHNSON & JOHNSON 35753 95916 400 SHS EQUITY RESIDENTIAL 9993 28148 1,100 SHS JP MORGAN CHASE & CO. 36631 244112 600 SHS VANGUARD SMALL CAP 54021 141384 550 SHS ECOLAB, INC. 24314 135152 350 SHS MCDONALDS CORP 20774 102238 2,000 SHS TJX COMPANIES, INC. 61456 226060 300 SHS PEPSICO, INC. 19510 49824 875 SHS ABBVIE, INC. 50593 178386 1800 SHS ALPHABET, INC. CL C 18145 310842 500 SHS ALPHABET, INC CL A 4997 85555 300 SHS AUTOMATIC DATA PROCESSING, INC 10378 86772 600 SHS STRYKER CORP. 16271 213768 4000 SHS TETRA, INC 30123 195520 1,250 SHS VERIZON COMMUNICATIONS, INC 60954 52663 200 SHS THERMO FISHER SCIENTIFIC, INC. 35205 109264 800 SHS STARBUCKS CORP. 43000 78160 200 SHS BLACKROCK, INC. 47323 196206 175 SHS COSTCO WHOLESALE CORP 35916 152982 450 SHS ZOETIS, INC. 46308 80451 500 SHS AMAZON COM, INC. 41353 93200 600 SHS ENERSYS COM 45647 58116 700 SHS PROGRESSIVE CORP. 50253 169981 400 SHS AMAZON 39567 74560 100 SHS ADOBE SYSTEMS 51210 47808 75 SHS VERTEX PHARMACEUTICALS 19945 35698 900 SHS WALT DISNEY 54483 86580 600 SHS ACCENTURE PLC 39392 206892 9OO SHS VISA 15345 260865 1,400 SHS APPLE 4500 316274 300 SHS VERISK ANALYTICS, INC. 8237 82416 700 SHS ARES MANAGEMENT CORP. 64460 117376 20 SHS AUTOZONE, INC. 63525 75225 50 SHS ROPER TECHNOLOGIES, INC. 50059 53773 50 SHS UNITEDHEALTH GROUP, INC. 51359 56450 150 SHS MICROSOFT CORP. 56032 60953 100 SHS S&P GLOBAL, INC. 41700 48036 BLAIR & POTTS - LEGAL 4920 4920 0 BLAIR & POTTS - DISBURSEMENTS 262 260 0 FOREIGN TAX WITHHELD REFUND 112 0 112 INVESTMENT FEES 11696 11696 0 CUSTODY FEES 1684 1684 0 2022 BALANCE DUE 776 0 0 2023 ESTIMATED TAX 1800 0 0